See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,542 | $78,672-89.1% | $109,143-92.2% | $85,850-90.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 23.49% | 25.09%-1.6pp | 25.75%-2.3pp | 318.53%-295.0pp |
| Employer contribution / active EE | $2,945 | $2,735+7.7% | $3,722-20.9% | $2,565+14.8% |
| Participant deferral / active EE | $2,935 | $3,467-15.4% | $4,653-36.9% | $3,952-25.7% |
| Admin fee / account holder | $128 | $5,469-97.7% | $6,752-98.1% | $6,260-98.0% |